crm-ea
Getting Started with Estate Agent CRM
An overview of the estate agent features in Relentify CRM.
How to Add a Property
Add a property listing for sales or lettings.
Managing Property Sales
Track property sales from listing through to completion.
Scheduling a Property Viewing
Schedule and manage property viewings for potential buyers or tenants.
Receiving and Managing Offers
Record, compare, and accept offers on properties.
Tracking Sales Progression
Monitor the progress of a property sale from offer to completion.
Publishing to Property Portals
Push listings to Rightmove, Zoopla, and OnTheMarket.
Managing Tenancies
Create and manage tenancy agreements with a kanban pipeline.
Handling Maintenance Requests
Log, track, and resolve maintenance requests from tenants.
Running AML Checks
Run anti-money laundering identity checks via SmartSearch.
Tenant Referencing
Reference tenants using the Goodlord integration.
EPC Tracking and Expiry Alerts
Monitor Energy Performance Certificate ratings and expiry dates.
Void Period Management
Track and minimise void periods between tenancies.
Managing Property Photos
Upload, reorder, and manage photos for property listings.
Generating AI Property Descriptions
Use AI to write property descriptions from your listing details.